See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,840 | $77,813+114.4% | $123,544+35.0% | $64,186+159.9% |
| Participation rate | 82.3% | 74.7%+7.5pp | 82.3%0pp | 69.6%+12.7pp |
| Annual return | -6.78% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $824 | $3,014-72.7% | $4,628-82.2% | $2,381-65.4% |
| Participant deferral / active EE | $6,479 | $5,240+23.6% | $6,426+0.8% | $3,470+86.7% |
| Admin fee / account holder | $2,787 | $5,519-49.5% | $9,284-70.0% | $4,888-43.0% |